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iShares Russell Mid-Cap Growth ETF

811 hedge funds and large institutions have $8.3B invested in iShares Russell Mid-Cap Growth ETF in 2022 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 244 increasing their positions, 276 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $5.2M | Put options by funds: $2.48M

11% more funds holding in top 10

Funds holding in top 10: 2730 (+3)

0.83% more ownership

Funds ownership: 75.03%75.86% (+0.83%)

0% more capital invested

Capital invested by funds: $8.29B → $8.3B (+$13.2M)

5% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 56

2% less funds holding

Funds holding: 827811 (-16)

12% less repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 276

Holders
811
Holders Change
-16
Holders Change %
-1.93%
% of All Funds
13.97%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.52%
New
53
Increased
244
Reduced
276
Closed
56
Calls
$5.2M
Puts
$2.48M
Net Calls
+$2.72M
Net Calls Change
+$24.6M
Name Holding Trade Value Shares
Change
Change in
Stake
ECA
176
Elevated Capital Advisors
Utah
$2.94M +$3.22M +37,422 New
AWS
177
Atria Wealth Solutions
New York
$2.93M +$1.81M +20,990 +128%
APW
178
Acima Private Wealth
Virginia
$2.91M
EAM
179
Eukles Asset Management
Ohio
$2.9M +$158K +1,833 +5%
VW
180
Vance Wealth
California
$2.88M +$1.2M +13,930 +61%
WAM
181
Weinberger Asset Management
California
$2.88M +$207K +2,402 +7%
HNB
182
Huntington National Bank
Ohio
$2.84M
MC
183
Mathes Company
New York
$2.84M
CFGS
184
Concourse Financial Group Securities
Alabama
$2.77M +$255K +2,967 +9%
Thrivent Financial for Lutherans
185
Thrivent Financial for Lutherans
Minnesota
$2.77M -$247K -2,873 -8%
ML
186
McAdam LLC
Pennsylvania
$2.77M -$19.3K -224 -0.6%
TC
187
TAGStone Capital
North Carolina
$2.67M +$65.2K +758 +2%
SPC
188
Sigma Planning Corp
Michigan
$2.61M +$131K +1,523 +5%
AI
189
Atria Investments
North Carolina
$2.58M -$1.33M -15,404 -32%
Cetera Investment Advisers
190
Cetera Investment Advisers
Illinois
$2.56M +$293K +3,405 +12%
WP
191
WealthShield Partners
North Carolina
$2.55M +$604K +7,020 +28%
WFS
192
Widmann Financial Services
Maryland
$2.55M +$190K +2,208 +7%
HCP
193
Holt Capital Partners
Texas
$2.54M +$70.5K +819 +3%
EWMCB
194
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.52M -$8.18K -95 -0.3%
ONB
195
Old National Bancorp
Indiana
$2.49M -$92.4K -1,073 -3%
BJL
196
Brighton Jones LLC
Washington
$2.48M -$93.8K -1,090 -3%
VCM
197
Vision Capital Management
Oregon
$2.48M -$130K -1,512 -5%
WWM
198
Western Wealth Management
Colorado
$2.38M +$150K +1,741 +6%
WWM
199
Windsor Wealth Management
Indiana
$2.36M -$12.3K -143 -0.5%
WA
200
Waverly Advisors
Alabama
$2.35M +$1.73M +20,063 +203%

IWP Hedge Fund Activity: Q3 2022 in Review

811 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q3 2022, worth a combined $8.3B — up 0.16% from $8.29B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of IWP and 53 opened new positions — a net loss of 3 holders — while 276 trimmed existing stakes and 244 added.

The largest buyer was Envestnet Asset Management, adding an estimated $63.1M. The largest seller was Jane Street, cutting an estimated $39.9M.

  • 811 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q3 2022, down from 827 in Q2 2022.
  • Funds reported $8.3B of iShares Russell Mid-Cap Growth ETF stock for Q3 2022, up 0.16% quarter-over-quarter.
  • 53 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q3 2022 and 56 closed out, a net change of -3 holders.
  • The largest iShares Russell Mid-Cap Growth ETF buyer in Q3 2022 was Envestnet Asset Management, an estimated $63.1M added.
  • The largest iShares Russell Mid-Cap Growth ETF seller in Q3 2022 was Jane Street, an estimated $39.9M sold.

Based on aggregated 13F filings for Q3 2022.